Most of those open-source companies turn "evil" stories (like IBM/redhat ) seems to follow the same pattern. IMO, there is a limit of the amount of value one can extract from those venture. Trying to increase revenue beyond a certain limit will always result very bad outcome.
But i also think it's a lesson for the gaming industry. Why is something as core are a game engine, not something properly open-source and license such as QT, LLVM or GCC...